Finance Associate
$70k - $80kKWI
Finance Associate Department: Accounting & Finance Employment Type: Full Time Location: Melville, NY Compensation: $70,000 - $80,000 / year Description The Opportunity Our Finance team is growing and we need someone who brings more than technical accounting skills — we need someone who is operationally minded, always looking to improve how things work, and motivated to move the ball forward. You will work alongside a Senior Financial Analyst and a Senior Staff Accountant, reporting directly to our Head of Finance and Operations. This is a hands‑on generalist role covering accounts payable, accounts receivable, reconciliations, and a range of accounting and finance tasks that support the full department. If you see a process that could be better, we want to hear about it — and we want you to help fix it. The Company We are a small team with a big vision: to be the premier provider of cloud technology solutions for retailers. KWI offers a complete, unified commerce solution from a single database, specifically designed to help specialty retailers grow their business. Our portfolio of customers include Pandora, Bluemercury, Tom Ford and many other globally recognizable brands. We combine Point of Sale, Merchandising, Order Management, eCommerce, CRM, and Loss Prevention into one cloud‑based platform. We are a Values and Mission driven organization, and we believe that if we develop and demonstrate leadership in our strategy, operations, and people, we will continue to drive product innovation and service excellence. Who we are We have the stability of a company that has been around for 40+ years and the energy of a startup that is still figuring out how to do things better every day. We move fast, we question the status quo, and we expect everyone on the team to do the same. If you are genuinely curious, have a better-than-average level of common sense, and get excited by solving real problems rather than just doing your job description — KWI is for you. We do not have a lot of bureaucracy and we do not want people who need it. What we do have is a team that shows up, figures things out, and takes pride in the work. AI at KWI We are serious about AI — not as a buzzword but as a real part of how we work. We expect every member of our team to actively use AI tools to work smarter, move faster, and do more with less. In Finance, that means using AI to streamline reconciliations, automate routine reporting, identify anomalies in data, and accelerate research. We are also implementing an AI‑powered accounts payable system that will help shape and adopt. We are not looking for someone who has heard of AI. We are looking for someone who can walk us through how they use it day to day — in their current role, in how they organize their work, and in how they solve problems. Curiosity and a willingness to experiment are non‑negotiable. As a Finance Associate, you excel at the following core competencies Operational mindset — you notice inefficiencies and take initiative to improve them Attention to detail and accuracy in financial recordkeeping Adaptability and comfort working across multiple accounting and finance functions Clear communication with internal teams and external vendors Self‑direction and follow‑through with minimal oversight Curiosity and a practical approach to using AI in your everyday work The impact you'll make Accounts Payable & AP System Manage the full AP cycle — processing invoices, managing vendor relationships, and ensuring accurate and timely payments. Support the rollout and ongoing adoption of our new AI‑powered AP system, helping shape workflows and identify opportunities to improve efficiency. Accounts Receivable Own AR — invoicing clients, tracking collections, and following up on outstanding balances. Month‑End Close & Reporting Support month‑end and year‑end close by preparing journal entries, account reconciliations, and supporting schedules. Maintain accurate general ledger entries and support the integrity of our financial records. Assist the Senior Financial Analyst and Senior Staff Accountant with financial reporting, audit preparation, and ad‑hoc analysis as needed. Process Improvement & AI Identify inefficiencies in existing accounting and finance workflows and propose practical improvements — then help implement them. Actively use AI tools to automate routine tasks, surface insights from financial data, and free up time for higher‑value work. Collaborate across the finance team and with cross‑functional departments to resolve discrepancies and streamline processes. What you will bring Requirements 3 to 5 years of experience in an accounting or finance role with hands‑on AP and AR ownership. Strong understanding of general accounting principles and the month‑end close process. Experience working in accounting software — NetSuite, QuickBooks, Sage, or similar. Demonstrated use of AI tools in your day‑to‑day work — be ready to talk specifically about how and where. High attention to detail with a track record of accurate, organized financial recordkeeping. Ability to manage multiple priorities and deadlines without losing momentum. Clear communicator who works effectively across departments and with external vendors. Nice to haves / Preferred Experience with AI‑assisted or automated AP tools and workflow automation. Background in a SaaS, technology, or subscription‑based business model. Exposure to audit preparation or working with external auditors. Associate’s or Bachelor’s degree in Accounting, Finance, or a related field. As a member of the KWI team you will receive Full Medical, Dental and Vision Annual bonus eligible Free gym in the building Generous PTO policy Summer Fridays....all year round Tuition Reimbursement Discount from building café 401(K) with a 50% company match (up to 6% of employee contribution) Employee Referral Program (1) Volunteer day each year Our work space We understand that our teams need flexibility, which is why we follow a hybrid schedule. Our in‑office days of Monday, Tuesday and Thursday, and employees are allowed to work remotely on Wednesdays and Friday. We are also a collaborative group and believe that getting together in person allows our team to do their best work. Together we enjoy monthly events, bagels every Thursday, a state‑of‑the‑art coffee machine, a full snack pantry and many more surprise and delight moments throughout the year. Our commitment to you At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create an environment where no individual is advantaged or disadvantaged because of their background. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. With a commitment to maintaining a bias‑free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws of the places in which we operate. We expect our business partners, suppliers, clients, and all our team members to uphold these commitments. #J-18808-Ljbffr KWI
- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hours
- ...Advisory skills, including the ability to develop and explain comprehensive financial strategies. Candidates should possess solid Finance and Investments skills, with experience in portfolio construction, risk management, and market analysis. Candidates should...SuggestedFull time
- ...retirement, estate, tax, and insurance guidance Collaboration & Firm Resources Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice. Adhere...SuggestedFull timePart timeWork at officeWork from homeMonday to Friday
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. ...SuggestedFull timeWork at officeFlexible hours
$75k
Financial Advisor – Keep What YOU Build | Long Island, NY Titus Talent Strategies is retained by a boutique, family-run wealth management and financial planning practice on Long Island to find their next Financial Advisor. This firm serves entrepreneurs, business...SuggestedFull timeWork at office$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale-not settle. We deliver a distinctive experience that blends growth opportunity with deep support-helping advisors build...Flexible hours- ...Finance Associate Opportunity Our Finance team is growing and we need someone who brings more than technical accounting skills we need someone who is operationally minded, always looking to improve how things work, and motivated to move the ball forward. You will work...
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. ...Work at officeFlexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$55k
...account, Life insurance, parental leave, professional development assistance, and retirement plan. Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and...Full timeWork at officeFlexible hours- ...Senior Finance Associate I’m currently partnered with a well-known, growing Real Estate Investment Trust (REIT) in Nassau County, NY that is looking to add an Associate to their team. About the opportunity: This is an outstanding role for someone looking to transition...Full time
$130k - $200k
Job Order ID: 11644 Employment Type: Permanent Salary: $130000-200000/Yr Web Publication Date: 10/8/2026 Job Location: Remote, Remote United States 11797 Brief Description Our client is seeking an experienced Financial Advisor with a strong, established book of business...Permanent employmentRemote work$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$24k
Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, ...Permanent employmentContract workLive inWork at officeFlexible hours- Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around...Work at officeFlexible hours
$110k - $130k
...Group’s Corporate Communication Strategy and in good compliance standing. Education/Qualifications Requires a 4-year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, MS in Tax, JD, etc.) Series 7, 66 (BD/RIA) preferred Series 65 (...Full timeTemporary workWork at officeFlexible hours- Northwell Health is hiring for a role that advises admitted patients on financial responsibility and self-payments. The position involves interviewing patients, verifying insurance, and collecting payments while maintaining records and assisting with FAU applications. The...
- ...deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field Experience in financial consulting or a similar role is preferred Strong analytical and problem-solving...
$100k - $150k
Job Description Job Description Our firm is rapidly expanding, and we are looking for financial advisors to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising...Start working today$50k - $125k
...You have a background in sales, business development, or client services. You want to earn your FINRA licenses and dominate the finance industry. Skills & Certifications: While we welcome candidates with a Series 7, Series 63, or Series 66, we also provide a...Relocation$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70 - $80 per hour
...complex or multiple products for enterprise resource planning, budgeting, data warehousing and financial reporting Collaborates with finance and vendors to ensure products and solutions are properly supported Provides support to ensure all products are functioning...Contract workTemporary workImmediate startRemote workShift work- ...supportive environment that values growth and development. With comprehensive training and mentorship, you'll not only learn the ropes of finance but also have the chance to make a meaningful impact in the lives of clients. If you're ready to take the first step in an exciting...
$72k - $141k
You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest...Full timeWork experience placementWork at officeLocal areaShift work- ...operations or successful completion of a Valley Retail training program. Preferred Experience: Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field. FIS/IBS (Integrated Banking Solutions)....
- Northwestern Mutual is seeking College Financial Representatives for its internship program in Melville, New York. This opportunity allows students to develop a financial planning practice while networking with experts and gaining access to exclusive products. Responsibilities...Internship
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$32k
A community-focused financial institution in New York is seeking a Financial Advisor to provide long-term investment planning services. The ideal candidate will have a strong sales background, experience in the financial market, and relevant certifications. This hybrid ...$100k
Job Description Job Description Job Title: Financial Services Professional & Investment Advisor - Launch Your Successful Career at New York Life Insurance Company : New York Life Insurance - A well-respected and longstanding leader in the insurance and financial...Full timeWork at office- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. ...Full timeWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance Associate. Be the first to apply!
- financial advisor training program Melville, NY
- financial consultant Melville, NY
- financial associate Melville, NY
- jde finance consultant Melville, NY
- financial planner Melville, NY
- wealth advisor Melville, NY
- financial planning administrator Melville, NY
- financial planning assistant Melville, NY
- estate planning consultant Melville, NY
- financial advisor development program Melville, NY






